Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Alphaa Better Risk Reward 30 stocks
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Alphaa Better Risk Reward 30 stocks
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−1.54%
6 Months
−6.39%
−5.38%
1 Year
−0.30%
−6.70%
3 Years
8.15%
7.98%
5 Years
6.89%
—
Since Inception
10.58%
7.98%
Fund Age
4 yrs 2 mo
2 yrs 11 mo
AUM
₹203.15 Cr
₹7.31 Cr
Alpha – 1 Year
0.05%
−6.35%
Alpha – 3 Years
−0.85%
−1.02%
Information Ratio – 3 Years
-0.08
-0.08
Volatility – 1 Year
17.22%
17.44%
Volatility – 3 Years
15.94%
15.65%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
-0.61
Sharpe Ratio – 3 Years
0.25
0.22
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−21.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 26% · S 9%
Number of Stocks
—
66
Portfolio P/E
—
27.03
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 7.35%
Punjab National Bank · 6.10%
Shriram Finance Ltd · 6.02%
Zydus Lifesciences Ltd · 4.69%
Samvardhana Motherson International Ltd · 4.02%
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Top Sectors
—
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 0% / 0%